SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.26B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$11.5M
3
+$10.5M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$9.19M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.3M

Top Sells

1
+$10.3M
2
+$9.75M
3
+$5.15M
4
DIVB icon
iShares Core Dividend ETF
DIVB
+$4.94M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.9M

Sector Composition

1 Technology 8.18%
2 Financials 3.65%
3 Consumer Discretionary 2.37%
4 Healthcare 2.04%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$206K 0.02%
+12,294
452
$206K 0.02%
1,351
-11,741
453
$205K 0.02%
+3,190
454
$205K 0.02%
+2,038
455
$204K 0.02%
6,370
-2,400
456
$203K 0.02%
+2,283
457
$180K 0.01%
+19,597
458
$177K 0.01%
17,004
+393
459
$111K 0.01%
+2,723
460
$88.5K 0.01%
+20,920
461
$61.6K ﹤0.01%
+10,710
462
$47.8K ﹤0.01%
+10,000
463
$19.2K ﹤0.01%
+26,666
464
$15K ﹤0.01%
11,360
-3,000
465
– –
-8,413
466
– –
-12,773
467
– –
-1,000
468
– –
-1,448
469
– –
-1,158
470
– –
-2,598
471
– –
-2,162
472
– –
-463
473
– –
-1,961
474
– –
-6,761
475
– –
-2,455
17 18
19
20 21